Richard Sheeran

As a Chartered Financial Planner, my ethos is simple and centres on understanding what the client wants to achieve and setting objectives to support those outcomes. At Rathbones, we champion a holistic approach to financial planning, ensuring we have a full understanding of your broader financial position. Specialist areas that form part of my practice include: Tax and investment planning Estate and succession planning Retirement solutions A successful wealth management strategy combines the skills and expertise of financial planning with a robust investment management process to deliver a framework to maximise the probability of an individual meeting their aspirations. To this end, my role often incorporates working closely alongside our Investment Managers to help clients maximise their wealth.